Foundations & Endowments Consulting
Designed to comply with fiduciary standards for Trusts, the foundations and endowment consulting services group has been a pillar of our service portfolio from the beginning.
Lead by James A. Bull, this group boasts a number of charitable organizations as clients with total assets under advisement of over $100 million.
Consistent with the BWMG core philosophy, a custom Investment Plan is designed for each client and implemented with world class independent global custodian and investment managers. The comprehensive Investment Plan, coupled with detailed independent quarterly measurement, monitoring and reporting helps Trustees ensure that are acting as "prudent fiduciaries" in compliance with Trust law.
Contact Info
4100 Yonge Street, Suite 612Toronto, ON M2P 2B5
Canada
Directions: Map
Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com
